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Home > Institutional Investor > Hwg Holdings Lp > Profile

Instuitional Investor - Hwg Holdings Lp

Fund Profile
Filing Period:
Fund Name: Hwg Holdings Lp
Portfolio Value $305,350
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 85,870 $50,549,952 16.55%
2.
Apple Inc.
 AAPL 92,119 $23,068,440 7.55%
3.
Invesco Qqq Tr
 43,183 $22,076,445 7.23%
4.
Microsoft Corp
 MSFT 50,596 $21,326,015 6.98%
5.
Ishares Trust
 IEF 134,007 $16,985,387 5.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)